Adviser-Hub articles

Articles tagged: PODCAST
nione_changing130325 Podcast

Ninety One | Changing realities challenge the bet on US exceptionalism

Ninety One’s Sahil Mahtani argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform, which may lead investors to seek opportunities beyond...

Ninety One 18th Mar 2025

nione_tariffs180325 Podcast

Ninety One | Follow the trendlines, not the headlines

Tariffs are reshaping market dynamics—where are the opportunities for emerging market equity investors? Portfolio manager Varun Laijawalla explores the risks, the mispricings, and the strateg...

Ninety One 18th Mar 2025

nione_ai180325 Podcast

Baillie Gifford | US perspectives: AI evolves again

Baillie Gifford explores how the rapid market shift in AI and computer processing is transforming industries.

Baillie Gifford 18th Mar 2025

abrdn_deepsk040325 Podcast

abrdn Investments | Deepseeking – China’s LLM leap

In the latest episode of Aberdeen’s Emerging Market Equities podcast, Nick Robinson sits down with Pruksa Iamthongthong to take a deep dive into the current world of AI.

aberdeen Investments 4th Mar 2025

bg_tempus_smll Partner Zone

Baillie Gifford | Scottish Mortgage Podcast: How Tempus AI is Pioneering AI-enabled Healthcare

Eric Lefkofsky, CEO and founder of Tempus AI, explains to Scottish Mortgage manager Tom Slater the huge potential in personalising cancer diagnosis and treatment at scale.

Baillie Gifford 27th Feb 2025

nione_tariff200225 Podcast

Ninety One | Talking Tariffs

With tariffs becoming an increasingly unpredictable tool of US economic policy, Ninety One’s Sangeeth Sewnath, Head of Americas, sits down with Thys Louw and Sahil Mahtani to discuss how inve...

Ninety One 20th Feb 2025

nione_deepseek200225 Podcast

Ninety One | How DeepSeek might dethrone the dollar

Ninety One’s Alex Holroyd Jones examines how DeepSeek’s challenge to US technological dominance may disrupt global markets.

Ninety One 20th Feb 2025

fil_research200225 Podcast

Fidelity International | Why research gives you an edge

What do thousands of company meetings tell investors about the state of the world in 2025? Fidelity International’s annual Analyst Survey answers this question and more.

Fidelity International 20th Feb 2025

bg_blockchain_ppg140225 Partner Zone

Baillie Gifford | Scottish Mortgage interviews Blockchain.com’s CEO

Co-Founder and CEO of Blockchain.com, Peter Smith, on how his company has emerged through the crypto storm in a stronger position. Find out more in the latest episode of Invest in Progress.

Baillie Gifford 14th Feb 2025

bg_quant060225 Podcast

Baillie Gifford | Quantum, space, fusion: three firms engineering the future

Baillie Gifford explains how PsiQuantum, SpaceX and SHINE Technologies seek to shape the future and deliver growth.

Baillie Gifford 6th Feb 2025

nione_defen210125 Podcast

Ninety One | Defensive income: a steady beacon amid potential disorder

Amid global uncertainty and shifting markets, fixed income emerges as a reliable anchor for investors. However, Ninety One’s John Stopford sees better opportunities beyond traditional markets...

Ninety One 21st Jan 2025

bg_inevit210125 Podcast

Baillie Gifford | Inevitable and investable: five long-term growth drivers

Baillie Gifford explores some of the ways the world will change, from smarter robots to medical breakthroughs achieved at speed.

Baillie Gifford 21st Jan 2025

abrdn_mexico090125 Podcast

abrdn Investments | Down in Mexico?

In this episode of abrdn’s Emerging Market Equities podcast, Nick Robinson sits down with Eduardo Figueiredo to discuss his recent trip to Mexico.
 

aberdeen Investments 9th Jan 2025

fil_contrarian161224 Podcast

Fidelity International | Is it contrarian to be a UK equities investor?

Fidelity’s Alex Wright speaks to Square Mile’s Jock Glover about the case for investing predominantly in the UK equity market and why being a big fish in a small pond can play to his ad...

Fidelity International 16th Dec 2024

nione_trump261124 Podcast

Ninety One | Trump: it may be possible to achieve higher tariffs and a weaker US dollar

Ninety One’s Iain Cunningham discusses the implications of trade policy, examining how and why tariffs are expected to play a central role in Trump’s push for US reindustrialisation and...

Ninety One 26th Nov 2024

abrdn_brazil261124 Podcast

abrdn Investments | Brazil: fiscal samba

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson sits down with Ivan Kleimann to discuss Brazil.

aberdeen Investments 26th Nov 2024

fil_china121124 Podcast

Fidelity International | The Investor's Guide to China podcast: Chinese e-commerce goes global

Fidelity explores whether China’s e-commerce companies can replicate their domestic success globally, from Southeast Asia to North America?

Fidelity International 12th Nov 2024

ninety_podcsta Podcast

Ninety One | Keep active in a bearish oil market

Prospects for oil appear positive on a five-year view; however, demand worries and supply growth suggest a bearish outlook in 2025 – Ninety One’s Paul Gooden explains there are still op...

Ninety One 29th Oct 2024

abdn_pcredit291024 Podcast

abrdn Investments | Private credit: investment grade opportunities

abrdn’s Vivian Tang and Martin Barnewell discuss their views on private credit investment grade opportunities while highlighting the growth of the asset class since the 2008 financial crisis....

aberdeen Investments 29th Oct 2024

ninone_macro141024-1 Podcast

Ninety One | Macroscope: US yield curve dis-inversion: what does it mean and how to trade it

Alex Holroyd-Jones, portfolio manager in Ninety One’s Multi-Asset team, discusses whether the current US yield curve is a predictor of an upcoming recession or a stronger outlook, and why it...

Ninety One 15th Oct 2024

bg_gwth151024 Podcast

Baillie Gifford | Why growth investors can't ignore China

China’s electric car, battery and other advanced manufacturers are on the rise – Baillie Gifford tells us more.

Baillie Gifford 15th Oct 2024

abrdn_ballots11024a Podcast

abrdn Investments | Ballots that surpass borders: how will the US election shape emerging markets?

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson sits down with Michael Langham to discuss the US election.

aberdeen Investments 1st Oct 2024

ninety_podcsta Podcast

Ninety One | US election: how a Trump or Harris victory will shape markets

Ninety One’s Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities.

Ninety One 5th Sep 2024

ninety_podcsta Podcast

Ninety One | Has inflation bottomed?

Inflation in the UK has ticked up, while in the US it has edged lower – though some may see this as a halt in inflation's decline, Ninety One’s Jason Borbora-Sheen disagrees.

Ninety One 5th Sep 2024

ninety_highlonga Podcast

Ninety One | Too high for too long?

The performance of developed economies and the action of central banks recently caused acute financial market tensions and volatility. Ninety One asks: what really happened, why, and was it avoidab...

Ninety One 20th Aug 2024

fil_chinapoda Podcast

Fidelity International | The Investor's Guide to China podcast: Asia's bright spots

Portfolio managers at Fidelity returning from an annual gathering in China explore how three themes – AI, the energy transition, and shifting supply chains – are galvanising investment...

Fidelity International 20th Aug 2024

nine_activelya Podcast

Ninety One | Actively navigating EM equities

Ninety One’s Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two...

Ninety One 8th Aug 2024

fil_etfa Podcast

Fidelity International | Deconstructing active ETFs

What makes an active ETF active? In Fidelity’s podcast, hear from Stefan Kuhn, Head of ETF distribution for Europe, Caroline Shaw, Multi Asset Portfolio Manager, and Andrew Craswell, Head of...

Fidelity International 8th Aug 2024

abrdn_ema Podcast

abrdn Investments | State of Origin: EM elections, trade and inflation

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to discuss all things emerging markets.

aberdeen Investments 8th Aug 2024

nineone_asharesa Podcast

Ninety One | China A-shares are back

Ninety One’s Wenchang Ma and Joanna Yang, Portfolio Managers, sit down to discuss China A shares following a strong start to 2024.

Ninety One 24th Jul 2024

abrdn_hvymetala Podcast

abrdn | Commodities insights: from light rock to heavy metal

In the latest episode of abrdn’s Emerging Market Equities podcast, Ben Shrewsbury and Tiago Rodrigues join Nick Robinson to discuss commodities.

aberdeen Investments 24th Jul 2024

abrdn_amedollarsa Podcast

abrdn | America's dollar, the world's problem?

In the latest episode of our Macro Bytes podcast we focus on the impact of a strong US dollar for the US and other economies and whether this might change in future.

aberdeen Investments 31st May 2024

abrdn_globala Podcast

abrdn | Is globalisation going into reverse, or just changing?

Paul Diggle, abrdn's Chief Economist, speaks to James McCann about the nature of “globalisation 3.0”, and what it means for the economic outlook and financial markets.

aberdeen Investments 31st May 2024

nineo_gilt30524a Podcast

Ninety One | Time to buy gilts?

Ninety One strategist Russell Silberston believes it’s about time the so-called ‘Moron Premium’ was consigned to the history books.

Ninety One 30th May 2024

abrdn_invret30524a Podcast

abrdn | Fixed Income Explained Podcast - The credit special

Are you in search of corporate bond opportunities? Explore the credit landscape with abrdn.

aberdeen Investments 30th May 2024

ninety_imfa Podcast

Ninety One | IMF Spring Meetings: aligning perceptions with reality

The spring meetings of the World Bank and the IMF saw a shift in sentiment towards emerging markets, according to Ninety One’s fixed income portfolio managers Thys Louw, Christine Reed and Ni...

Ninety One 16th May 2024

abrdn_invstasiaa Podcast

abrdn | Investing in the key players in Asia’s energy transition: Emission Impossible?

In the latest episode of abrdn’s Emerging Market Equities podcast, David Smith joins Nick Robinson to discuss Asia’s energy transition. 

aberdeen Investments 16th May 2024

ninety_dralphaa Podcast

Ninety One | How active can drive alpha

Every investor has probably formed their own opinion on this topic – let Ninety One talk you through why they believe their active quality approach can help them beat the benchmark over the l...

Ninety One 1st May 2024

ninety_vala Podcast

Ninety One | Valuations need to tell the whole story

While the P/E ratio is a popular and commonly used metric in equity valuation, Ninety One firmly believes that a healthy dose of caution is required.

Ninety One 1st May 2024

ninety_allnotha Podcast

Ninety One | All or nothing

People tend to underestimate the risk of losing everything – to maximise long-term compounding, every investor should take care to mitigate the risk of going bust, says Ninety One.

Ninety One 1st May 2024

abrdn_wealthwisea Podcast

abrdn | Wealth Wise - An insight into investment management

In this month’s podcast we discuss the importance of investing, and are joined by two abrdn investment managers as they share their passion and purpose when it comes to our customers.

aberdeen Investments 29th Apr 2024

bg_hcalibrea Podcast

Baillie Gifford | Baillie Gifford on high-calibre emerging markets companies

From TSMC to Reliance Industries – why this is a promising time to invest in world-class emerging markets firms.

Baillie Gifford 26th Apr 2024

abrdn_macroby25424a-1 Podcast

abrdn | How should investors navigate economic and political uncertainty?

In our latest Macro Bytes podcast abrdn's economists discuss the use of scenario analysis to help navigate uncertainty.

aberdeen Investments 25th Apr 2024

abrd_cshflow2 Podcast

abrdn | Following cashflows from China to Chile

The latest episode of abrdn’s Emerging Market Equities Podcast explores the world of emerging markets through an income lens.

aberdeen Investments 18th Apr 2024

abrdn_inflationa Podcast

abrdn | Are we in a more volatile world for inflation?

Paul Diggle and Luke Bartholomew from abrdn discuss why higher inflation volatility may be here to stay.

aberdeen Investments 27th Mar 2024

abrdn_susinspra Podcast

abrdn | Sustainability Inspires: Financing on the wild side: rewilding as a nature-based solution

In this episode, we discuss rewilding and why nature-based solutions are set to be a significant trend in the finance industry.

aberdeen Investments 27th Mar 2024

abrdn_ringa Podcast

abrdn | Dazzling in the ring

How EM smaller companies produced knockout returns, listen to abrdn’s latest episode.

aberdeen Investments 27th Mar 2024

abrdn_finana Podcast

abrdn | Financing on the wild side: rewilding as a nature-based solution

abrdn discusses rewilding and why nature-based solutions are set to be a significant trend in the finance industry.

aberdeen Investments 26th Mar 2024

bg_smg podcast- brandtechimg Podcast

Baillie Gifford | Scottish Mortgage on AI, marketing and the metaverse

In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to the CEO of digital marketing company The Brandtech Group, about how his c...

Baillie Gifford 15th Mar 2024

bg_receipes2 Podcast

Baillie Gifford | Investing in a new recipe for weight loss: the rise of GLP-1 drugs

Baillie Gifford explores the huge growth potential for Novo Nordisk’s anti-obesity medicines.

Baillie Gifford 14th Mar 2024

SM Climeworks image Podcast

Baillie Gifford | Scottish Mortgage – Invest in Progress podcast

Lawrence Burns asks Climeworks’ CEO why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today.

Baillie Gifford 14th Mar 2024

STA1223101948-001_TA sizes1440x770_asi Podcast

abrdn | Macro Bytes: What's been holding the German economy back?

The Eurozone economy is stagnating and the German economy in particular is facing significant cyclical and structural headwinds. abrdn discuss why.

aberdeen Investments 1st Mar 2024

STA0224517488-001_US economics_TA_1440x770_asi Podcast

abrdn | Macro Bytes: Will the last mile of inflation be the hardest?

In this episode, abrdn discusses the rising US inflation in January and the challenges of bringing inflation back to the target.

aberdeen Investments 1st Mar 2024

Sustainability Inspires_Real estate living Podcast

abrdn | Sustainability Inspires: reshaping real estate assets to revitalise communities

The positive social impact of real estate investments on society.

aberdeen Investments 20th Feb 2024

none_medicinea Podcast

Ninety One | Medicine for change

Ninety One examines important health care topics, including how improving accessibility on a global scale can generate material structural growth opportunities within the sector.

Ninety One 15th Feb 2024

pm_dazzinga Podcast

abrdn | Dazzling in the ring: how EM smaller companies produced knockout returns

abrdn’s Nick Robinson is joined by Osamu Yamagata to explore the world of emerging market (EM) smaller companies.

aberdeen Investments 15th Feb 2024

abrdn_sustaina-1 Podcast

abrdn | Sustainability Inspires: reshaping real estate assets to revitalise communities

abrdn’s Georgie Nelson invites Vivienne King and Andy Smith of The Good Economy to delve into the environmental and social aspects of real estate investments.

aberdeen Investments 15th Feb 2024

bg_climeworks Podcast

Baillie Gifford | Scottish Mortgage on Climeworks carbon removal

In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to Climeworks CEO Christoph Gebald about why he thinks the carbon removal in...

Baillie Gifford 14th Feb 2024

Podcast

Baillie Gifford | The essential ingredients of growth

Baillie Gifford partner Tim Garratt highlights three traits for the companies set to flourish in the years ahead: real-world problem solving, financial discipline and adaptability.

Baillie Gifford 5th Feb 2024

fil_richpka Podcast

Fidelity International | Rich pickings

What the lessons of 2023 can teach investors for the year ahead – from artificial intelligence to US resilience, Fidelity’s panel of multi asset portfolio managers discusses the big the...

Fidelity International 26th Jan 2024

abrdnhorizona Podcast

abrdn | Sustainable horizons

Evaluating COP28 and charting the path forward for climate action – insights from abrdn on the successes, challenges and imperatives of COP28. 

aberdeen Investments 26th Jan 2024

abrdn_lotusbla Podcast

abrdn | Lotus blooming - will 2024 be an Indian summer

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson is joined by James Thom to explore opportunities in India.

aberdeen Investments 26th Jan 2024

bg_ingrgrowth Podcast

Baillie Gifford | The essential ingredients of growth investing

What are the characteristics of the companies set to flourish in the years ahead? Baillie Gifford partne...

Baillie Gifford 22nd Jan 2024

bg_mordernaa Partner Zone

Baillie Gifford | Moderna: from Covid vaccines to cancer cures

Scottish Mortgage manager Tom Slater asks Moderna’s chief executive Stéphane Bancel what’s next for its cell-coding science.

Baillie Gifford 16th Jan 2024

filchina5124a Podcast

Fidelity International | The Investor's Guide to China podcast: Transition materials

Fidelity’s local team explores the critical role of transition materials in developing and deploying clean energy technologies. 

Fidelity International 5th Jan 2024

abrdn_fixinc5124a Podcast

abrdn | Fixed Income Explained: addressing uncertainty

What’s on the other side? Navigate bond markets in 2024 with the elp of abrdn’s podcast. 
 

aberdeen Investments 5th Jan 2024

bg_JobyAviation_podcastimg Podcast

Baillie Gifford | Joby Aviation: the Uber of the skies

Paul Sciarra, Executive Chairman of Joby Aviation, tells Scottish Mortgage manager Tom Slater how its electric aircraft will transform the future of city transportation by providing a quicker, quie...

Baillie Gifford 19th Dec 2023

ninetyone_cop28a Podcast

Ninety One | The climate challenge is still daunting, but COP28 offered hope

Ninety One’s John Green, Chief Commercial Officer, and Annika Brouwer, Sustainability Specialist, reflect on their time at COP28, the progress that’s been made, and the highlights from...

Ninety One 14th Dec 2023

abrdn_frontiersa Podcast

abrdn | A sit down with a frontiersman – how to invest and holiday in the new wild west

abrdn’s Nick Robinson is joined by Kevin Daly to explore the world of frontier markets.   

aberdeen Investments 14th Dec 2023

Podcast

Baillie Gifford | South-east Asia’s rising export stars

South-east Asian nations, such as Vietnam and Indonesia, have begun challenging China for its status as the world’s leading exporter. Baillie Gifford’s Ben Durrant recently returned fro...

Baillie Gifford 12th Dec 2023

SM HelloFresh podcast imga2 Podcast

Baillie Gifford | HelloFresh: a recipe for success

Chief executive of HelloFresh, Dominik Richter, tells Scottish Mortgage’s Lawrence Burns how his company helps even the most reluctant, time-pressed consumers serve up nutritious, delicious f...

Baillie Gifford 1st Dec 2023

ninetyone_philipsaundersa Podcast

Ninety One | The acceleration towards a multipolar world

Ninety One’s Philip Saunders argues that much of the current geopolitical malaise is the result of the rise of China – its scale, its ‘all-state’ characteristics, and Americ...

Ninety One 30th Nov 2023

abrdn_smokesta Podcast

abrdn | Smoke Stacks to Chip Stacks – how EM is driving the next generation of infrastructure:

In the latest episode of the Emerging Markets Equities podcast, abrdn’s Nick Robinson is joined by Pruksa Iamthongthong to evaluate the AI revolution within emerging markets. 

aberdeen Investments 30th Nov 2023

bg_auroapod Podcast

Baillie Gifford | Scottish Mortgage on Aurora: the technology company transforming trucking

Change how you move goods, change the world for the better. Chris Urmson, chief executive and co-founder of Aurora, discusses with Scottish Mortgage Manager Tom Slater what impact driverless trucks...

Baillie Gifford 20th Nov 2023

bg_podcast141123 Podcast

Baillie Gifford | Japan: a new dawn for growth investing

Baillie Gifford’s Donald Farquharson has invested in Japan since the 1990s. He thinks this recovery could be here to stay. A veteran observer of the Japanese market’s false dawns reflec...

Baillie Gifford 14th Nov 2023

6ninetyagria Podcast

Ninety One | Agriculture is vast, varied and vital

Ninety One’s Dawid Heyl explains and details the opportunities.

Ninety One 8th Nov 2023

3ninety_aia Podcast

Ninety One | The AI opportunity

Ninety One looks at the likely winners in the space and what this means for investors.  

Ninety One 8th Nov 2023

7fil_globaldiva Podcast

Fidelity International | Fund update: Global Dividend

Portfolio manager Dan Roberts provides an update on the Fidelity Global Dividend Fund

Fidelity International 8th Nov 2023

2fil_japana Podcast

Fidelity International | Japanification

Fidelity’s local team talk through the lessons learned from Japan’s economic journey and the current developments unfolding in China today. 

Fidelity International 8th Nov 2023

1abrdn_sdga Podcast

abrdn | Aligning the UN’s SDGs with business strategy

abrdn explores how an effective business strategy can help meet the 2030 SDGs. 

aberdeen Investments 8th Nov 2023

ninety_sust231023a Podcast

Ninety One | Tacking the sustainable investment sentiment shift

Ninety One’s Deirdre Cooper explains the shift, outlines her stance, and injects a good deal of contrarian optimism.

Ninety One 23rd Oct 2023

fil_japan231023a Podcast

Fidelity International | Japanification

Fidelity’s local team talk through the lessons learned from Japan’s economic journey and the current developments unfolding in China today.

Fidelity International 23rd Oct 2023

abrdn_talk231023a Analysis & Opinion

abrdn | We need to talk about the ex

Is EM as an asset class ready to separate from China?    

aberdeen Investments 23rd Oct 2023

abrdn_social31023a Partner Zone

abrdn | Social equity and financial empowerment

Inspiring financial inclusivity, diversity and resilience in future generations. 

aberdeen Investments 3rd Oct 2023

abrdn_fie31023a Podcast

abrdn | Fixed Income Explained Podcast: Addressing Uncertainty – The Optimistic Zone

Where are developed economies headed? Navigate bond markets with this recent podcast from abrdn. 

aberdeen Investments 3rd Oct 2023

ninetyone_transition090323a Podcast

Ninety One | Oil and the price equation

Ninety One’s Tom Nelson discusses the oil price equation and implications of the recent rally.   

Ninety One 26th Sep 2023

abrdn_china26923a Podcast

abrdn | The cusp of a lost decade, is China at risk of Japanification?

abrdn’s Nick Robinson sits down with Bob Gilhooly to look at all things China.

aberdeen Investments 26th Sep 2023

bg_podcast34 Podcast

Baillie Gifford | Science and art of picking growth stocks

How do you spot a company with enduring growth potential? Partner Mark Urquhart shares lessons from a 27-year career that’s involved investing in Microsoft, Hermès and Netflix. Capital...

Baillie Gifford 4th Sep 2023

abrdn_esgcareera Podcast

abrdn | A career in ESG: making the transition

What does it take to make your way in sustainable investing? Find out from David Atkin, Chief Executive Officer, Principles of Responsible Investing (PRI).

aberdeen Investments 11th Aug 2023

abrdn_consumer25723a Partner Zone

abrdn | The Consumer Duty

With the Consumer Duty coming into force on 31 July, Russell Bignall, Managing Director Sales, and Alastair Black, Head of Savings Policy, discuss the impact of the rules on adviser firms in our Po...

aberdeen Investments 25th Jul 2023

none_emgmarketsa Podcast

Ninety One | Embracing the transition opportunity in emerging markets

Ninety One’s Nazmeera Moola, Chief Sustainability Officer, and Daisy Streatfield, Sustainability Director, explore how investors must finance new infrastructure and industries in emerging mar...

Ninety One 14th Jul 2023

ninetyone_transition090323a Podcast

Ninety One | Summertime blues in the oil market

Against an uneasy backdrop, Ninety One’s Tom Nelson, Head of Thematic Equities, discusses the oil market with Lindsay Williams.

Ninety One 14th Jul 2023

none_phil050723 Podcast

Ninety One | Adapting to a new reality

Adapting to a new reality: Ninety One’s Philip Saunders discusses the end of the current cycle and a new market regime that is reshaping the world as we know it, and unpacks the implications...

Ninety One 5th Jul 2023

bg_050723 Podcast

Baillie Gifford | Actual investing: why thinking differently matters

The Actual investing message remains sound despite recent market upheaval, according to Baillie Gifford partner Stuart Dunbar.

Baillie Gifford 5th Jul 2023

fil_china050723 Podcast

Fidelity International | The Investor's Guide to China: anatomy of a recovery

Fidelity portfolio managers Dale Nicholls and Hyomi Jie share on-the-ground insights into China's reopening following a recent research trip, which reveal a multi-faceted economic picture. ...

Fidelity International 5th Jul 2023

abrdn_080623a Podcast

abrdn | Fixed Income Explained Podcast: Addressing Uncertainty

Are you wondering how to navigate today’s bond markets? Fixed Income Explained Podcast host Peter Marsland is here to help you explore the opportunities.

aberdeen Investments 23rd Jun 2023

fil_bioac230623a Podcast

Fidelity International | Bioacoustics

Could sound solve biodiversity’s data deficit? From the forests of Borneo, Fidelity have followed a project to explore if sound recordings - layered with AI - could help to solve biodiversity...

Fidelity International 23rd Jun 2023

abrdn_spring230623a Podcast

abrdn | Spring tide how will EM benefit from nearshoring

abrdn’s Gabriel Sacks and Nick Robinson discuss the trend of nearshoring and how global supply chains’ changing structure is impacting the companies and economies of emerging markets.&n...

aberdeen Investments 23rd Jun 2023

ninetyone_uksaving150623a Podcast

Ninety One | UK savings platforms: a diamond in the rough

Portfolio managers Ben Needham and Anna Farmbrough explain why savings platforms are a pocket of the equity market with significant growth potential, making it an area of focus for quality investor...

Ninety One 15th Jun 2023

ninetyone_china150623a Podcast

Ninety One | China’s self-sufficiency opportunity

In the second edition of our Quality podcast, the team looks at investment in China, and why - irrespective of ongoing tensions with the US - there are rising opportunities for quality businesses w...

Ninety One 15th Jun 2023

ninetyone_semi150623a Podcast

Ninety One | Semiconductors: an industry shaping the modern world

A Quality deep dive into the semiconductor industry.

Ninety One 15th Jun 2023

ninetyone_fixed240523a Podcast

Ninety One | Fixed income isn’t necessarily the best way to deliver bond-like outcomes

Ninety One’s John Stopford argues that the traditional view of bonds as “safe” and equities “risky” ignores the quality and breadth of securities comprising a company&...

Ninety One 31st May 2023

abrdn_sustainable010623a Podcast

abrdn | The Sustainability Inspires Podcast – positive tipping points

abrdn’s Danielle Welsh Rose, Head of Sustainability Investment Specialists and APAC Sustainability, is joined by journalist and campaigner Claire O'Rourke.

aberdeen Investments 31st May 2023

fil_picking180523a Podcast

Fidelity International | Rich Pickings podcast: preparing portfolios for climate risk

What impact will climate change have on portfolios? Fidelity portfolio managers Caroline Shaw and Kris Atkinson and Global Macro Economist Anna Stupnytska to examine the investment implications for...

Fidelity International 18th May 2023

abrdn_cur180523a Podcast

abrdn | Conscious uncoupling? What roles do EM currencies and the dollar

Conscious uncoupling? What roles do EM currencies play in driving total returns for investors? abrdn’s Nick Robinson & Kieran Curtis discuss the performance of EM currencies, the US dolla...

aberdeen Investments 18th May 2023

ninetyonepubpriv040523a Podcast

Ninety One | Public & private collaboration critical to solving for SDGs

Ninety One’s Annika Brouwer reflects on progress made in public finance reform and the imperatives for policies and projects to incorporate a return objective.

Ninety One 4th May 2023

abrdn_value040523a Podcast

abrdn | Value nature

abrdn’s Eva Cairns and Professor Martin Stuchtey discuss how to put a value on land, a scarce and undervalued resource, and develop nature as an asset class to invest in our Earth.

aberdeen Investments 4th May 2023

bg_scottishmg250423 Podcast

Baillie Gifford | UPSIDE Foods: Real meat without harming animals

UPSIDE Foods founder and chief executive Uma Valeti tells Scottish Mortgage’s deputy manager Lawrence Burns how his firm has developed a way to create meat, without needing farmed livestock.<...

Baillie Gifford 25th Apr 2023

bg_longt250423a Podcast

Baillie Gifford | The sustainability revolution

Kate Fox, joint manager of the Baillie Gifford Positive Change Fund, discusses the Deep Transitions research project and its implications for investing in a more sustainable future.

Baillie Gifford 25th Apr 2023

ninetyone_china200423a Podcast

Ninety One | China's self-sufficiency opportunity

The trend towards localisation will benefit several leading companies within the quality spectrum, particularly in the software, healthcare and consumer sectors, says Ninety One.

Ninety One 20th Apr 2023

ninetyone060423gold Podcast

Ninety One | Why gold has regained some of its lustre

Ninety One’s George Cheveley shares insights gained from conferences abroad, where he has been both a speaker and a delegate, and pays particular attention to gold.

Ninety One 6th Apr 2023

bg_20years060423 Podcast

Baillie Gifford | Celebrating 20 years of Baillie Gifford’s International Growth strategy

Malcolm Borthwick speaks to investment managers Nick Thomas and Julia Angeles about why patience and optimism are key. 

Baillie Gifford 6th Apr 2023

Podcast

Fidelity International | The Investor's Guide to China

Tech hardware and the 'Chip War'. As China reopens and supply chains adjust, how will the ‘Chip War’ affect the global tech hardware industry and consumer goods prices?

Fidelity International 6th Apr 2023

Podcast

abrdn | What does it mean to be a finance influencer?

Eddie Donmez joins abrdn’s Paul Diggle and Luke Bartholomew to talk about what it means to be a finance influencer. 

aberdeen Investments 6th Apr 2023

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Baillie Gifford | Recursion: where biology meets technology

How do you solve a problem as complex as drug discovery? With robotics, machine learning and AI. Recursion Pharmaceuticals co-founder and CEO Chris Gibson explains more to Scottish Mortgage manager...

Baillie Gifford 4th Apr 2023

Podcast

abrdn | Macro Bytes: Europe rewriting its fiscal rules

Luke Bartholomew, Senior Monetary Economist, talks to Paul Diggle, Deputy Chief Economist and Lizzy Galbraith, Political Economist at abrdn, about Europe’s changing fiscal framework.The rules...

aberdeen Investments 3rd Apr 2023

Podcast

abrdn | Green finance: from local to global

In the first episode of the brand-new Sustainability Inspires series, Amanda Young, Chief Sustainability Officer talks to Omar Shaikh, Director, and Co-Founder of the Global Ethical Finance Initiat...

aberdeen Investments 3rd Apr 2023

Podcast

abrdn | Macro Bytes: China’s reopening rebound

Paul Diggle, Deputy Chief Economist, and Robert Gilhooly, Senior Emerging Markets Research Economist, discuss China’s move away from zero-Covid exploring the reasons for the abrupt policy shi...

aberdeen Investments 3rd Apr 2023

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Nintey One | SVB's failure

SVB’s demise highlights the impact of repeated and rapid rate rises. Ninety One’s Iain Cunningham explains why this may be the beginning of a problem, not the end.

Ninety One 23rd Mar 2023

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Ninety One | What the inverted yield curve foretells

For decades, an inverted yield curve has predicted recession in the US and beyond. Philip Saunders, Director at Ninety One’s Investment Institute, discusses the implications.

Ninety One 23rd Mar 2023

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Ninety One | Inflation - 'sticky' for longer?

Predictions of the demise of inflation have been seemingly premature. Ninety One’s Iain Cunningham assesses whether it will “sticky” and thus keep interest rates elevated.

Ninety One 9th Mar 2023

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Ninety One | International Energy Week: the focus on transition

Ninety One’s Tom Nelson explains the importance of the transition from the old hydrocarbon energy world to a new green revolution, but emphasises that the process must be managed carefully by...

Ninety One 9th Mar 2023

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Baillie Gifford | Ocado: when retail meets robotics

Going online can stretch even the biggest grocer’s logistics. Ocado has a unique solution. In this podcast, Ocado’s co-founder and CEO Tim Steiner tells Scottish Mortgage deputy manager...

Baillie Gifford 7th Mar 2023

e3_denali_investorschronicle Podcast

Baillie Gifford | Defeating degenerative diseases

Denali Therapeutics’s CEO Ryan Watts tells Scottish Mortgage manager Tom Slater why he believes it can succeed where big pharma has failed by creating effective drugs for neurodegenerative di...

Baillie Gifford 28th Feb 2023

e2_mercadolibre_investorschronicle Podcast

Baillie Gifford | MercadoLibre: Latin America’s ecommerce champion

Scottish Mortgage deputy manager Lawrence Burns talks to MercadoLibre’s Pedro Arnt, to find out about its giant ecommerce platform and providing financial services to customers without bank a...

Baillie Gifford 28th Feb 2023

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Baillie Gifford | What's next for growth stocks?

As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the new engines powering progress.

Baillie Gifford 23rd Feb 2023

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Baillie Gifford | Zipline’s drones: delivering the future

Supplying life-saving medical supplies by robotic flights in Africa is just the start. Zipline’s co-founder Keller Rinaudo Cliffton talks to Scottish Mortgage manager Tom Slater about what...

Baillie Gifford 23rd Feb 2023

fil_china210223a Podcast

Fidelity International | The Investor’s Guide to China podcast: China's reopening and supply chains

Fidelity’s locally based investment team discuss what China’s rapid reopening means for the economy, for markets, and for regional and global supply chains.

Fidelity International 22nd Feb 2023

Podcast

Ninety One | US - recession or not?

Ninety One’s Jason Borbora-Sheen puts forward the case for a US recession – but not yet.

Ninety One 22nd Feb 2023

Podcast

Fidelity International | Bank of America: financing the transition

Fidelity’s Global Head of Investment Research Ned Salter discusses the complex world of sustainable finance with Bank of America chief executive Brian Moynihan.

Fidelity International 13th Feb 2023

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